Rodriquez Wealth Management

Rodriquez Wealth Management is a highly personalized multi-family office solution based in Newport Beach, CA. With a focus on preserving, growing, and transitioning wealth, their dedicated team offers extensive knowledge and experience to build client confidence. They provide a transparent process that prioritizes client interests and offers the capabilities, resources, and network to make their lives easier. Backed by one of the largest US-based financial institutions, Rodriquez Wealth Management offers the best of both worlds - the balance of an independent boutique office and the resources of a major financial institution.

Through their integrated wealth planning process, Rodriquez Wealth Management helps clients prioritize goals, establish proper asset allocation, address risk, and assess estate and charitable planning strategies. Their team shares clients' visions, earns their trust, and works diligently to help them achieve their financial goals.

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